{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.69 vs. cons $0.67",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted net revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.34B vs. cons $1.314B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin",
      "prediction": "BEAT",
      "answer": "pred ~38.7% vs. cons 38.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adjusted operating expenses",
      "prediction": "LOWER",
      "answer": "guide ~$3.30B vs. cons $3.32B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin commentary",
      "prediction": "BETTER",
      "answer": "guide ~39.0% vs. cons 38.5% (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Hybrid-platform cost savings",
      "prediction": "UNCHANGED",
      "answer": "guide ~$60M vs. cons $60M (FY2027)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.8,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FY2026 expense guidance of ~$3.30B vs. consensus $3.32B and Q3 margin commentary of ~39.0% vs. consensus 38.5% should lift out-period EPS estimates, allowing the day-1 residual of ~2.8% to extend to ~3.8% cumulatively by day 5.",
  "day5_confidence": "MEDIUM"
}